HGWM
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Harvest Group Wealth Management’s National Grid NGG Stock Holding History

Harvest Group Wealth Management’s Portfolio NGG Stock Details NGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-15
Closed -$1K – 1009
2019
Q3 		$1K Buy
+15
New +$693 ﹤0.01% 888

Other funds holding NGG

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harvest Group Wealth Management's NGG Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of National Grid (NGG) in Q4 2019, closing a stake of 15 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in NGG in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 357 funds tracked by Wall St. Rank hold NGG as of Q4 2019.

  • Harvest Group Wealth Management reported no remaining National Grid position as of Q4 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 15 National Grid shares in Q4 2019, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in National Grid in Q3 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's National Grid position peaked at $1K in Q3 2019.
  • 357 funds tracked by Wall St. Rank held National Grid as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.